In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Man...
Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you.
We welcome interns to become a part of our team. You will work with our experts and learn about the
industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. You'll leave with a lot...
Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a
fast-paced, client-focused work environment, an internship may be the right fit for you.
Internship
We welcome interns to become a part of our team. You will work with our experts and learn about the
industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and
establish a network of mentors and business contacts. You...
Do you take pride in helping people and deliver an exceptional client experience? Are you passionate about helping others with their financial goals? Do you have experience as a licensed financial advisor with a track record of success? We’re looking for someone like you, who can provide advice and counsel to our existing Wealth Advice Center clients via our digital hybrid advice model.
• build and deepen relationships in our existing client base by providing exceptional wealth ma...
We're looking for a PART-time client associate to work in our Pasadena, CA office for a dynamic Wealth Management team. This is an in-office position, and we are looking for a local candidate.
Are you a highly motivated person with a positive outlook and eagerness to serve?
We’re looking for Client Associate to:
• Promptly answer and respond to telephone inquiries to resolve client questions to your best ability
• Handle and gather confidential information for open...
As an Art Advisory Specialist in Family Office Solutions (FOS), you partner with Private Wealth Advisors to proactively engage Family Office and Ultra High Net Worth clients and prospects with net worth of $50M and above. As part of the Art Advisory team, you will work directly with Private Wealth Advisors, clients and prospects to implement a program that offers art collection advice and select art services. This role will have an emphasis on art advice relating to estates, collection dis...
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the t...
Do you know how to manage people? Do you have a knack for implementing service standards?
We’re looking for an Administrative Officer, in-office, non-remote, in our Pasadena, Sherman Oaks and Century City branches to:
• Manage branch administration, including a diverse team of associates, and provide administrative support to Financial Advisors.
• Recruit, select, onboard, train and manage administrative support staff.
• Conduct performance reviews and make personnel de...
We're looking for a full-time client associate to work in our Pasadena, CA office for a dynamic Wealth Management team. This is an in-office position, and we are looking for a local candidate.
Are you a highly motivated person with a positive outlook and eagerness to serve?
We’re looking for a Client Associate to:
• Promptly answer and respond to telephone inquiries to resolve client questions to your best ability
• Handle and gather confidential information for...
Are estate and tax planning your passion? Does planning analysis motivate you? Do you enjoy creating models for sophisticated planning strategies?
In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financ...